Stablecoin Stocks Surge: SquareBank Soars 10% as Circle's Rally Fuels Market Frenzy

by:K线祭司1 month ago
1.83K
Stablecoin Stocks Surge: SquareBank Soars 10% as Circle's Rally Fuels Market Frenzy

When Stablecoins Move, Markets Listen

Watching SquareBank’s 10% midday surge today reminded me why I keep antacids next to my Bloomberg terminal. The entire stablecoin ecosystem is experiencing what we quant nerds call a “liquidity singularity” - and no, that’s not a Marvel plot device.

The Circle Effect

Last Friday’s 20% jump for Circle (now up 600% since IPO) sent shockwaves through Asian markets. By noon in Shenzhen:

  • U-Box hit exchange limits (+10%)
  • OceanPay rallied 9.7%
  • Seven tech firms cleared 5% gains

This isn’t 2021’s meme stock madness. The $150B stablecoin market now processes more daily volume than Visa - making these moves fundamentally different from past crypto bubbles.

Three Smart Ways to Play This

  1. Payment Processors: Companies like SquareBank with actual fiat-to-crypto pipelines (P/E 28)
  2. RegTech: Digital authentication firms seeing 300% YoY demand growth
  3. Cold Storage: Forget gold vaults - hardware wallet makers are the new inflation hedges

As always in crypto:

“The early bird gets the worm, but the second mouse gets the cheese.”

My models suggest taking profits above 8% daily moves, but holding core positions through Q3’s regulatory clarity events.

K线祭司

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Hot comment (1)

MinotaureDeFi
MinotaureDeFiMinotaureDeFi
1 month ago

SquareBank fait le yoyo, et moi j’ai mal au cœur

Quand les stablecoins s’agitent, même mon portefeuille froid tremble ! Cette hausse de 10% de SquareBank me rappelle pourquoi je garde toujours du Xanax à côté de mon écran Bloomberg.

Le Cirque de Circle

600% depuis l’IPO ? Même le Bitcoin n’a pas osé faire ça en 2021. Maintenant, tout le monde court comme des fourmis après un sucre… ou plutôt après des USDC.

Et vous, vous misez sur quoi ? Les processeurs de paiement ou les fabricants de coffres-forts numériques ? (Spoiler : les deux vont exploser… ou s’effondrer.)

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